Retirement Savings Workshops

My UC Retirement - Financial Planning Classes

UC offers a range of retirement planning resources and financial education classes to help you make the most of the UC Retirement Savings Program. If you haven't visited the new myUCretirement site, you should and become familiar with the wide array of resources available to you.

The local presentations are free, but please enroll by calling Fidelity at 1-800-642-7131 or enroll online.

Upcoming UCSC Workshops:

February 14, 2018 - Kerr Hall, Room 266

2:30 pm - Guide to Investing in the UC Retirement Savings ProgramFor employees who are currently enrolled in their workplace savings plan and are wanting help to improve their investment mix through asset allocation and diversification

11:00 am - Women and Investing: Organize Plan and Own Your FutureWhether you’re just starting out or nearing retirement, learn simple steps you can take, like building an emergency fund, paying off student loans, buying a home, saving for retirement and more

12:00 pm -Strategies for Drawing Income in RetirementDevelop a plan for the retirement you envision by building a retirement income plan

1:00 pm -Guide to Investing in the UC Retirement Savings ProgramFor employees who are currently enrolled in their workplace savings plan and are wanting help to improve their investment mix through asset allocation and diversification

3:30 pm - Identify and Prioritize Your Savings GoalsTips and strategies to help you save for the things that are important to you, like building an emergency fund, paying off student loans, buying a home, saving for retirement and more

3:30 pm - Guide to Investing in the UC Retirement Savings ProgramFor employees who are currently enrolled in their workplace savings plan and are wanting help to improve their investment mix through asset allocation and diversification

4:30 pm - Fundamentals of Retirement Income PlanningHow to determine when retirement is feasible based on projected savings and expected financial challenges in retirement

8:30 am - Getting started in the UC Retirement Savings Plan Learn about the features of different plan options, importance of pre-tax saving and compounding of investment returns, and how to enroll

9:30 am - Identify and Prioritize Your Savings GoalsTips and strategies to help you save for the things that are important to you, like building an emergency fund, paying off student loans, buying a home, saving for retirement and more

10:30 am - Your College Saving OptionsVehicles for college savings plus planning guides and available tools

Fidelity In-Person/Telephone Consultations

Fidelity Workplace Planning and Guidance Consultants are prepared to speak with you to determine if you are on track to reach your financial goals. Consultants are trained to help you make the most of your UC Retirement Savings Program. Fidelity Workplace Planning and Guidance Consultants can meet with you at your convenience- either over the phone or in person. To schedule your consultation, call 1-800-558-9182 or enroll online.